BBSCvsIVSSETF Comparison
JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) belongs to the US Small Cap segment. Applied Finance IVS US SMID ETF (IVSS) is part of the US Multi-Factor segment. BBSC's top 3 sector exposures are Information Technology, Financials and Industrials. In contrast, IVSS's top sector exposures are Information Technology, Industrials and Financials. BBSC is less expensive with a Total Expense Ratio (TER) of 0.09%, versus 0.59% for IVSS. BBSC is up 11.87% year-to-date (YTD) with +$63M in YTD flows. IVSS performs worse with 10.52% YTD performance, and +$16M in YTD flows. Run a side-by-side ETF comparison of BBSC and IVSS below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
BBSC vs IVSS performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BBSC IVSS | +10.54%+7.94% | +5.35%+4.06% | +11.87%+10.52% | +43.06%n/a | +61.46%n/a | +32.67%n/a |
| Flows | BBSC IVSS | -$11M+$6M | +$63M+$10M | +$63M+$16M | +$41M- | -$263M- | +$114M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BBSC IVSS | +20.27%+16.79% | +19.33%n/a | +22.03%n/a | +23.06%n/a |
| Max drawdown | BBSC IVSS | -9.15%-8.25% | -9.66%n/a | -29.10%n/a | -30.97%n/a |
| Max drawdown duration | BBSC IVSS | 60d53d | 81dn/a | 296dn/a | 1072dn/a |
BBSC | IVSS | |
Last sale 4/27/2026 at 1:30 PM | $28.13 | |
| Previous close 04/24/2026 | $28.05 | |
| Consolidated volume 04/24/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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BBSC | IVSS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
BBSC | IVSS | |
|---|---|---|
| Last price | – | $28.13 |
| 1D performance | – | +0.30% |
| AuM | $727.12 M | $22.97 M |
| E/R | 0.09% | 0.59% |
BBSC | IVSS | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | J.P. Morgan Asset Management | Applied Finance |
| Benchmark | Morningstar US Small Cap Target Market Exposure Extended Index | - |
| N° of holdings | 633 | 317 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 16, 2020 | December 3, 2025 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
